Pacific Trust Wealth Management offers financial consulting to help clients evaluate their financial situation, goals, and risk tolerance. They also provide portfolio management services on a discretionary basis, offering a Global Macro Strategy (more aggressive) and a Conservative Strategy. Services are tailored to each client, but clients cannot place restrictions on the types of securities held.
Assets Under Management$1.1M
Clients3
Advisors1
Avg. per Client$370K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Pacific Trust Wealth Management offers two fee schedules for investment management:
- Qualified Clients: A base annual fee of 1.00% of the value of your portfolio, plus a performance-based fee of 20% of the gains above the account's highest recorded value (high-water mark).
- Non-Qualified Clients: 1.50% annually of the value of your portfolio.
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